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Can Dutch Bros Protect Its Margins as Coffee Inflation Heats Up?
ZACKSยท 2025-11-20 18:31
Key Takeaways BROS sees accelerating coffee inflation as its biggest near-term challenge for protecting margins.Hot food lifts comps through higher tickets and transactions but introduces modest product margin dilution.Digital gains, targeted rewards and strong traffic help BROS absorb cost pressures while sustaining momentum.Dutch Bros Inc. (BROS) is entering a period where margin preservation is taking on greater importance, even as the company continues to outperform on traffic and new unit growth. Its t ...